ConsultKit

ConsultKit is an operating system for AI consultancy that solves the fundamental scaling problem facing every independent consultant and small firm: you cannot be in two places at once, yet selling and delivering AI projects demands constant attention. The product replaces the traditional frontend of a consultancy with a single AI agent named Felix who runs your entire lead generation, qualification, and discovery process. When a prospect lands on your branded assessment funnel, Felix takes over. He engages stakeholders across the prospect organization, deploys customized deep audit questionnaires tailored to their specific industry vertical, and analyzes every response against a comprehensive knowledge base of core business processes. He identifies the major bottlenecks, quantifies the financial leaks and losses, calculates precise return on investment figures with visible math, and researches how first movers in that industry are already applying AI and automation. Felix then assembles a detailed, McKinsey-grade audit report packaged in your branding that builds a compelling case for the prospect to invest in your delivery services. The product is designed for solo AI consultants, boutique firms, and agencies who want to operate like a firm of ten people while maintaining the economics of a lean operation. ConsultKit collapses what traditionally takes weeks of unpaid discovery work into hours, fills your pipeline while you sleep, and ensures you never walk into a sales call unprepared or send a proposal without rigorous ROI math behind it. The result is a consultancy that can sell AI to any business, at scale, without burning out the founder.

Felix The Frontend Agent

Felix is the single AI agent that runs your entire consulting frontend from lead capture through to report delivery. He operates 24/7, engaging prospects through your branded assessment funnel and qualifying them automatically before you ever speak to them. Felix understands all major industry verticals and their core business processes, allowing him to generate relevant, deep questions for every stakeholder in the prospect organization. He clusters symptoms into root causes, quantifies financial impacts with visible calculations, and researches competitive AI adoption in the prospect's industry. Felix then writes a comprehensive audit report using the Situation-Complication-Resolution narrative structure, complete with radar charts, process maps, and tiered engagement packages. This single agent replaces what would normally require a team of junior analysts, a sales development representative, and a senior consultant working for weeks.

Multi-Stakeholder Deep Audit Questionnaires

Instead of sending a generic survey that gets ignored, ConsultKit generates custom deep audit questionnaires for every individual stakeholder in the prospect organization. The system maps the stakeholder landscape based on company structure and role, then creates targeted questions that address each person's specific pain points, responsibilities, and decision-making authority. For the CFO, questions focus on financial waste, cost of inaction, and ROI modeling. For the COO, questions target operational bottlenecks, workflow inefficiencies, and process gaps. For the CTO, questions explore technical debt, integration challenges, and automation readiness. This multi-stakeholder approach ensures you capture a complete picture of the organization's challenges while building buy-in across the entire decision-making unit, dramatically increasing close rates compared to single-point-of-contact discovery.

Financial Quantification Engine

The single biggest objection in AI consulting is that prospects cannot see the value. ConsultKit eliminates this objection with a financial quantification engine that calculates every leak, loss, and potential recovery in hard numbers. The engine analyzes stakeholder responses against industry benchmarks and the prospect's own data to identify specific financial impacts of current inefficiencies. It then models multiple ROI scenarios, stress-tests conservative assumptions, and shows the exact calculations so prospects can verify the math themselves. The output includes payback periods, monthly recovery figures, and three-tier investment packages ranging from quick wins to full transformation. By presenting concrete financial figures rather than vague promises, ConsultKit transforms your audit from a cost center into an investment opportunity that prospects can justify to their own leadership and board.

Branded Audit Report Generator

Every audit report ConsultKit produces is fully branded to your consultancy, making it look like the output of a boutique firm with a team of analysts and designers. The report generator produces nine sections including problem identification, findings, recommendations, engagement packages, investment and ROI analysis, next steps, and consultant background. Each section uses the Situation-Complication-Resolution narrative structure that McKinsey popularized, ensuring your reports feel authoritative and professional. The visual designer component produces radar charts for capability assessments, process maps for workflow analysis, flowcharts for decision trees, and tier cards for engagement packages. Reports are exportable in multiple formats and can be delivered directly to prospects through the platform. This feature ensures that even a solo operator presents with the production value and credibility of a top-tier consulting firm.

Independent AI Consultant Scaling Their Practice

A solo AI consultant who currently spends 60% of their time on unpaid discovery and proposal work uses ConsultKit to flip that ratio. They embed their branded assessment funnel on their website and social media profiles. Felix captures leads while they sleep, qualifies them based on budget signals and decision-maker access, and prepares complete audit reports by morning. Instead of spending two weeks researching a prospect and building a custom proposal, the consultant now reviews Felix's analysis, adds their personal expertise, and sends a polished report within 24 hours. This allows them to run 10 to 15 active deal cycles simultaneously instead of the 3 to 5 they could manage manually. The consultant closes more deals because every prospect receives the same rigorous, data-driven analysis that previously required weeks of their personal time.

Boutique Consulting Firm Expanding Into New Verticals

A small AI consulting firm that has built expertise in healthcare wants to expand into financial services, manufacturing, and logistics. Rather than hiring new analysts and spending months building industry knowledge, they deploy ConsultKit which already understands all major verticals. Felix handles the discovery and analysis for prospects in any industry, while the firm's senior consultants focus on high-value delivery work. The firm can now run targeted outbound campaigns to multiple verticals simultaneously, knowing that Felix will produce credible, industry-specific audit reports for each prospect. This vertical expansion happens without increasing headcount or diluting the firm's core expertise, allowing them to grow revenue by 3x to 5x while maintaining their existing team structure.

Agency Adding AI Consulting As A Service Line

A digital agency with existing client relationships in marketing, web development, and CRM implementation wants to add AI consulting as a high-margin service line without building an entirely new practice from scratch. They use ConsultKit to create a branded assessment funnel that integrates with their existing website and client portal. When existing clients complete the assessment, Felix generates audit reports that identify AI automation opportunities within their current tech stack. The agency can then upsell AI consulting engagements alongside their existing services, increasing average client lifetime value by 50% to 100%. Because ConsultKit handles the discovery and analysis, the agency's existing team can deliver AI projects without needing to hire specialized AI consultants, making this a high-margin add-on service that requires minimal new investment.

B2B Sales Consultant Transitioning To AI Services

An experienced B2B sales consultant who has deep relationships with enterprise clients but limited technical AI knowledge uses ConsultKit to bridge the gap. They understand how to sell outcomes and manage relationships, but they lack the technical depth to conduct AI readiness audits. Felix provides that technical depth, analyzing stakeholder responses, identifying automation opportunities, and quantifying ROI. The sales consultant focuses on what they do best: building relationships, managing client expectations, and closing deals. Felix handles the technical discovery, analysis, and report generation. This allows the sales consultant to enter the AI consulting market without spending months learning technical skills, leveraging their existing network and sales expertise while letting the platform handle the technical heavy lifting.

How does ConsultKit compare to hiring a junior analyst or using ChatGPT directly?

ConsultKit is not a general-purpose AI tool like ChatGPT, nor is it a simple template generator. It is a specialized operating system designed specifically for AI consulting workflows. Unlike a junior analyst who needs training, supervision, and weeks to produce a single audit, Felix works autonomously 24/7 and produces complete reports in hours. Unlike ChatGPT which requires you to craft prompts, manage context windows, and manually assemble outputs, ConsultKit has pre-built workflows for every stage of the consulting process from lead capture through to report delivery. The system understands industry verticals, core business processes, financial modeling, and consulting narrative structures out of the box. You do not need to tell it how to do consulting; it already knows.

What industries and business sizes does ConsultKit work with?

ConsultKit is designed to work with any industry vertical and any business size from small companies to enterprise organizations. The system has built-in knowledge of all major industry verticals and their core business processes, including manufacturing, healthcare, financial services, professional services, retail, logistics, technology, education, and more. For business size, ConsultKit adapts its analysis based on the prospect's organizational structure, number of stakeholders, and revenue scale. The assessment questionnaires and financial models scale appropriately whether you are selling to a 10-person startup or a 500-person enterprise. The only requirement is that the prospect has multiple stakeholders who can participate in the assessment process, which is typically true for any business with more than 20 employees.

How long does it take to set up ConsultKit and start generating leads?

Initial setup takes approximately 30 to 60 minutes. You configure your branding, set up your assessment funnel, and define your target prospect criteria. Once the funnel is live on your website or shared via link, Felix begins capturing and qualifying leads immediately. The first complete audit report for a qualified prospect can be generated within 24 hours of them completing the assessment, though the exact timeline depends on how quickly stakeholders respond to the questionnaires. Most users report having their first qualified lead and complete audit report within 48 hours of going live. The platform is designed for immediate productivity, not a lengthy onboarding process.

Is ConsultKit suitable for consultants who are not technical or have no AI experience?

Yes, ConsultKit is designed for consultants and business professionals who understand how to sell outcomes and manage client relationships but may not have deep technical AI expertise. Felix handles all the technical analysis, including identifying automation opportunities, researching AI tools and vendors, modeling build-versus-buy decisions, and quantifying ROI. You focus on the human elements of consulting: building relationships, managing stakeholder dynamics, and closing deals. The platform provides you with the technical depth and analytical rigor that prospects expect from an AI consultant, without requiring you to become a technical expert yourself. Many successful users come from sales, management consulting, and business operations backgrounds rather than technical AI roles.

ConsultKit is currently free to try for the first 50 users only. This is a limited-time introductory offer that provides full access to the platform including Felix, the assessment funnel, audit report generation, and all features. After the initial 50 users, pricing will be announced. The company explicitly states on their website that they are open to the first 50 customers only for this free trial. No additional pricing tiers or plans have been announced at this time.